Milestone Asset Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 48,764 shares of SCHD stock, worth $1.28 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
48,764
Previous 44,446 9.72%
Holding current value
$1.28 Million
Previous $1.21 Billion 12.28%
% of portfolio
1.23%
Previous 1.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$27.01 - $28.54 $116,629 - $123,235
4,318 Added 9.72%
48,764 $1.36 Billion
Q4 2024

Mar 27, 2025
BUY
$26.93 - $84.95 $1.2 Million - $3.78 Million
44,446 New
44,446 $1.21 Billion

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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